Specialty
Sustainable & impact investing
Sustainable, ESG, and impact investing as a fee-only specialty means more than offering a values-screened fund. It covers due diligence on impact metrics, mission-aligned portfolio construction, divestment versus engagement decisions, donor-advised-fund and foundation coordination, and aligning the household's invested capital with its philanthropic and personal commitments.
By the numbers
The Wellspent public graph lists 735 fee-only financial advisors focused on sustainable & impact investing at 319 firms, most in Berkeley, Portland and San Francisco. 39% hold the CFP certification. Of the 734 with fees on file, 94% charge percentage of assets.
- Advisors listed
- 735
- Firms
- 319
- Cities
- 274
- Hold the CFP
- 39%
- Other credentials: CFA 12% · CPA 1% · EA 1%
- How they charge (of 734 with fees on file): percentage of assets 94% · hourly 46% · fixed fees 44% · ongoing planning fee 11%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors with depth in sustainable & impact investing
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Kristopher Wallick | Wallick Wealth Management | Perkasie | Not listed | Percentage of assets |
| Leah Beattie | Veris Wealth Partners | Portsmouth | Not listed | Percentage of assets, Hourly |
| Lee Clay | Regatta Capital Group | New Vernon | Not listed | Percentage of assets, Hourly |
| Lindsey Diranian | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Lisa Margulies | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Louis Leyes | Stages Planning Group | Virginia Beach | Not listed | Ongoing planning fee, Percentage of assets |
| Mahdi Walji | ShariaPortfolio | Richmond | Not listed | Percentage of assets |
| Marc Eppinger | Cascade Financial Strategies | Bend | Not listed | Percentage of assets, Hourly |
| Marcus Rose | TSN Wealth & Tax Management | Blue Ash | Not listed | Percentage of assets, Hourly |
| Maria Lavrentyeva | BDC Capital Management | Glen Allen | Not listed | Percentage of assets, Hourly |
| Mark Kriss | Macroclimate | Sausalito | Not listed | Percentage of assets, Flat fee or retainer |
| Matthew Teeple | TSN Wealth & Tax Management | Brownsburg | Not listed | Percentage of assets, Hourly |
| Melissa Manley | StillBlue Financial Partners | Jacksonville | Not listed | Percentage of assets, Hourly |
| Michael Lent | Veris Wealth Partners | Oakland | Not listed | Percentage of assets, Hourly |
| Mohammed Khalid | Nabata Investment Group | Mountlake Terrace | Not listed | Percentage of assets, Hourly |
| Natalia Callahan | Callahan Wealth Advisory | Orlando | Not listed | Percentage of assets |
| Naushad Virji | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Nicholas Lenssen | Bear Peak Financial | Boulder | Not listed | Percentage of assets, Hourly |
| Paige Roth | Pine Haven Investment Counsel | Fairhaven | CFA | Percentage of assets |
| Peter Kriss | Macroclimate | Sausalito | Not listed | Percentage of assets, Flat fee or retainer |
| Rezwana Abed | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Richard Chen | Veris Wealth Partners | New York | Not listed | Percentage of assets, Hourly |
| Richard Roscelli | Cardea Capital Advisors | Vero Beach | Not listed | Percentage of assets, Fixed fees |
| Roberta Keller | Alexis Advisors | Richmond | Not listed | Percentage of assets, Hourly |
| Roxanna Guinan | Cardea Capital Advisors | Coral Gables | Not listed | Percentage of assets, Fixed fees |
| Ryan Fujioka | Fire Capital Management | San Francisco | Not listed | Flat fee or retainer, Percentage of assets |
| Ryan Kelley | Bell Investment Advisors | Orinda | CFA | Percentage of assets, Hourly |
| Rylee Felice | White Lighthouse Investment Management | Boston | Not listed | Percentage of assets, Hourly |
| Sarah Lassberg | Better Pockets Financial | Allen | Not listed | Percentage of assets, Ongoing planning fee |
| Shafaq Kazi | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Shafran Shurid | ShariaPortfolio | Lake Mary | Not listed | Percentage of assets |
| Shivani Patel | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Spencer Kelly | Regatta Capital Group | El Segundo | Not listed | Percentage of assets, Hourly |
| Teresa Farmer - Clemens | Vega Financial | Plano | Not listed | Percentage of assets, Hourly |
| Terri Cavagnaro | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Thomas Kowalczyk | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Todd Berger | Concord Financial Group | Allen | Not listed | Percentage of assets, Hourly |
| Tyson Farmer | Vega Financial | Mercer Island | Not listed | Percentage of assets, Hourly |
| William Becker | DeDora Capital | Napa | Not listed | Percentage of assets, Hourly |
| Zachery Price | TSN Wealth & Tax Management | Louisville | Not listed | Percentage of assets, Hourly |
| Aaron Rivers | Living Earth Investments | Bend | Not listed | Percentage of assets |
| Adrien Vanpoperinghe | Lybis Investing | Broomfield | Not listed | Percentage of assets, Hourly |
| Ashley Chupka | Grant Street Asset Management | Canonsburg | Not listed | Percentage of assets, Fixed fees |
| Bruce Herbert | Newground Social Investment | Seattle | Not listed | Percentage of assets, Hourly |
| Bruce Petrie | Petrie Capital Management | Seattle | Not listed | Percentage of assets, Performance-based fees |
| Catherine Faddis | Zevin Asset Management | Boston | CFA | Percentage of assets, Hourly |
| Charles O'Rourke | JAG Capital Management | St. Louis | CFA | Percentage of assets, Fixed fees |
| Christina Johnson | 3rd Creek | Reno | Not listed | Percentage of assets, Hourly |
| Christopher Vernon | Andrew Hill Investment Advisors | Naples | Not listed | Percentage of assets |
| Christopher Wiesehan | CJW Capital | Chicago | CFA | Percentage of assets, Fixed fees |